Suncoast Equity Management

CIK

1315059

Location

TAMPA, FL

Portfolio Value

Small $774,391,404

Diversification

Diversified

Filing Date

Global Rank

#1,778 / 8,232 ▼ 59

Top Industry

Semiconductors 13.4%

3Y Alpha vs SPY

-14.4%

Period ended 2 months ago

Filed May 8, 2026 · 36d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.7%

SPY

+76.5%

Annualised alpha

-14.4%

Max drawdown

−19.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

87 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.8%

+0.5 pts

Top 5

34.0%

−1.2 pts

Top 10

56.5%

−2.7 pts

HHI

444

Diversified−30

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.8%	$308,429,356	25
Financial Services	18.1%	$140,344,547	14
Healthcare	17.1%	$132,549,798	16
Industrials	9.2%	$71,287,292	12
Communication Services	8.3%	$64,258,718	2
Consumer Cyclical	6.2%	$47,734,677	9
Basic Materials	0.5%	$4,172,599	1
Unclassified	0.4%	$2,839,695	2
Consumer Defensive	0.3%	$2,599,222	5
Energy	0.0%	$175,500	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
SLDE	Slide Insurance Holdings, Inc.	+127,801	219,295	$3,947,310
TJX	Tjx Companies Inc /De/	+95,866	132,914	$21,226,365
TT	Trane Technologies plc	+1,755	11,101	$4,626,230
HIO	Western Asset High Income Opportunity Fund Inc.	+1,154	20,036	$72,730
AMZN	Amazon Com Inc	+376	5,183	$1,079,463
DNP	Dnp Select Income Fund Inc	+364	28,185	$290,305
JNJ	Johnson & Johnson	+250	2,133	$521,390
WMT	Walmart Inc.	+155	5,557	$690,623
PEP	Pepsico Inc	+75	1,926	$299,088
PLTR	Palantir Technologies Inc.	+21	5,021	$734,471
QQQ	Invesco Qqq Trust, Series 1	+19	778	$449,046
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−23,304	433,458	$75,595,075
CPRT	Copart Inc	−21,485	14,890	$494,348
MIRA	Mira Pharmaceuticals, Inc.	−12,644	90,645	$96,990
BR	Broadridge Financial Solutions, Inc.	−9,110	18,437	$2,995,643
ADP	Automatic Data Processing Inc	−9,051	89,916	$18,269,132
GOOGL	Alphabet Inc.	−8,683	137,155	$39,440,291
ETN	Eaton Corp plc	−8,001	60,342	$21,582,523
FAST	Fastenal Co	−7,559	108,901	$5,053,006
MSFT	Microsoft Corp	−7,296	165,619	$61,307,185
V	Visa Inc.	−6,745	141,644	$42,810,482
SYK	Stryker Corp	−5,606	116,187	$38,177,886
AAPL	Apple Inc.	−4,871	164,504	$41,749,470
G	Genpact LTD	−4,679	19,378	$721,830
LLY	ELI LILLY & Co	−3,760	38,951	$35,825,961
UBER	Uber Technologies, Inc	−3,657	165,842	$11,929,015
INTU	Intuit Inc.	−3,455	67,199	$29,055,503
AVGO	Broadcom Inc.	−3,137	85,493	$26,460,938
CTAS	Cintas Corp	−3,103	20,742	$3,508,301
MA	Mastercard Inc	−3,005	60,264	$30,111,510
EW	Edwards Lifesciences Corp	−2,818	10,345	$828,427
ITT	Itt Inc.	−2,690	11,406	$2,173,185
HQY	Healthequity, Inc.	−2,240	9,250	$773,022
META	Meta Platforms, Inc.	−2,169	43,379	$24,818,427
USFD	US Foods Holding Corp.	−2,055	8,925	$822,974
BRK-B	Berkshire Hathaway Inc	−1,821	45,279	$21,697,696
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
SPGI	S&P Global Inc.	53,360	$22,696,142
ABNB	Airbnb, Inc.	134,350	$16,965,718
NOW	ServiceNow, Inc.	138,911	$14,523,145
AON	Aon plc	44,390	$14,328,204
TEL	TE Connectivity plc	8,155	$1,704,558
RMD	Resmed Inc	7,478	$1,678,661
CAH	Cardinal Health Inc	4,425	$935,046
ADSK	Autodesk, Inc.	2,172	$519,976
CDNS	Cadence Design Systems Inc	1,798	$499,610
KO	Coca Cola Co	4,460	$339,183
CAT	Caterpillar Inc	339	$240,167
CEF	Sprott Physical Gold & Silver Trust	4,440	$211,876
UEC	Uranium Energy Corp	13,000	$175,500
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
BKNG	Booking Holdings Inc.	10,750	$57,569,798
CRM	Salesforce, Inc.	129,109	$34,202,265
ADBE	Adobe Inc.	64,122	$22,442,058
BRO	Brown & Brown, Inc.	11,856	$944,923
NTAP	NetApp, Inc.	6,561	$702,617
YELP	Yelp Inc	21,130	$642,140
ETHE	Grayscale Ethereum Staking ETF	19,500	$475,215
IBIT	iShares Bitcoin Trust ETF	7,484	$371,580
LMND	Lemonade, Inc.	3,000	$213,540
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 positions · $774,391,404 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	433,458	-23,304	$75,595,075	−11.3%	9.76%
MSFT	Microsoft Corp Technology	Reduced	165,619	-7,296	$61,307,185	−26.7%	7.92%
V	Visa Inc. Financial Services	Reduced	141,644	-6,745	$42,810,482	−17.7%	5.53%
MCK	Mckesson Corp Healthcare	Reduced	48,625	-1,630	$42,078,130	+2.1%	5.43%
AAPL	Apple Inc. Technology	Reduced	164,504	-4,871	$41,749,470	−9.3%	5.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	137,155	-8,683	$39,440,291	−13.6%	5.09%
SYK	Stryker Corp Healthcare	Reduced	116,187	-5,606	$38,177,886	−10.8%	4.93%
LLY	ELI LILLY & Co Healthcare	Reduced	38,951	-3,760	$35,825,961	−21.9%	4.63%
GWW	W.W. Grainger, Inc. Industrials	Reduced	28,044	-1,290	$30,590,678	+3.3%	3.95%
MA	Mastercard Inc Financial Services	Reduced	60,264	-3,005	$30,111,510	−16.6%	3.89%
INTU	Intuit Inc. Technology	Reduced	67,199	-3,455	$29,055,503	−37.9%	3.75%
AVGO	Broadcom Inc. Technology	Reduced	85,493	-3,137	$26,460,938	−13.7%	3.42%
META	Meta Platforms, Inc. Communication Services	Reduced	43,379	-2,169	$24,818,427	−17.5%	3.20%
SPGI	S&P Global Inc. Financial Services	NEW	53,360	NEW	$22,696,142	NEW	2.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	45,279	-1,821	$21,697,696	−8.4%	2.80%
ETN	Eaton Corp plc Industrials	Reduced	60,342	-8,001	$21,582,523	−0.9%	2.79%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	132,914	+95,866	$21,226,365	+273.0%	2.74%
ADP	Automatic Data Processing Inc Technology	Reduced	89,916	-9,051	$18,269,132	−28.2%	2.36%
ABNB	Airbnb, Inc. Consumer Cyclical	NEW	134,350	NEW	$16,965,718	NEW	2.19%
NOW	ServiceNow, Inc. Technology	NEW	138,911	NEW	$14,523,145	NEW	1.88%
AON	Aon plc Financial Services	NEW	44,390	NEW	$14,328,204	NEW	1.85%
APH	Amphenol Corp /De/ Technology	Reduced	101,617	-1,613	$12,839,307	−8.0%	1.66%
UBER	Uber Technologies, Inc Technology	Reduced	165,842	-3,657	$11,929,015	−13.9%	1.54%
COR	Cencora, Inc. Healthcare	Reduced	27,353	-815	$8,592,671	−9.7%	1.11%
FAST	Fastenal Co Industrials	Reduced	108,901	-7,559	$5,053,006	+8.1%	0.65%
TT	Trane Technologies plc Industrials	Added	11,101	+1,755	$4,626,230	+27.2%	0.60%
SHW	Sherwin Williams Co Basic Materials	Reduced	13,017	-410	$4,172,599	−4.1%	0.54%
SLDE	Slide Insurance Holdings, Inc. Financial Services	Added	219,295	+127,801	$3,947,310	+121.5%	0.51%
ROL	Rollins Inc Consumer Cyclical	Reduced	73,500	-1,740	$3,925,635	−13.1%	0.51%
CTAS	Cintas Corp Industrials	Reduced	20,742	-3,103	$3,508,301	−21.8%	0.45%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	19,038	-182	$3,302,141	−7.4%	0.43%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	18,437	-9,110	$2,995,643	−51.3%	0.39%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,676	-1,773	$2,390,649	−35.7%	0.31%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	48,444	-1,401	$2,194,513	−12.0%	0.28%
ITT	Itt Inc. Industrials	Reduced	11,406	-2,690	$2,173,185	−11.1%	0.28%
ACN	Accenture plc Technology	Reduced	8,983	-206	$1,781,239	−27.8%	0.23%
TEL	TE Connectivity plc Technology	NEW	8,155	NEW	$1,704,558	NEW	0.22%
CLS	Celestica Inc Technology	Reduced	6,045	-1,365	$1,702,755	−22.3%	0.22%
RMD	Resmed Inc Healthcare	NEW	7,478	NEW	$1,678,661	NEW	0.22%
HUBB	Hubbell Inc Industrials	Reduced	2,640	-588	$1,295,553	−9.6%	0.17%
CPAY	Corpay, Inc. Technology	Reduced	4,383	-1,017	$1,275,409	−21.5%	0.16%
PAYX	Paychex Inc Technology	Reduced	13,509	-138	$1,244,449	−18.7%	0.16%
FICO	Fair Isaac Corp Technology	Reduced	1,063	-252	$1,134,795	−49.0%	0.15%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,183	+376	$1,079,463	−2.7%	0.14%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,240	-933	$1,006,959	−21.0%	0.13%
MPWR	Monolithic Power Systems Inc Technology	Reduced	879	-196	$961,054	−1.4%	0.12%
CAH	Cardinal Health Inc Healthcare	NEW	4,425	NEW	$935,046	NEW	0.12%
HURN	Huron Consulting Group Inc. Industrials	Reduced	6,928	-1,675	$883,250	−40.6%	0.11%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	1,491	-335	$837,777	−32.2%	0.11%
EW	Edwards Lifesciences Corp Healthcare	Reduced	10,345	-2,818	$828,427	−26.2%	0.11%